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Beacon Investment Advisors’s Cal-Maine CALM Stock Holding History

Beacon Investment Advisors’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Buy
16,643
+68
+0.4% +$5.25K 0.42% 65
2026
Q1 		$1.31M Sell
16,575
-63
-0.4% -$5.17K 0.5% 64
2025
Q4 		$1.32M Sell
16,638
-791
-5% -$69.5K 0.53% 57
2025
Q3 		$1.64M Buy
17,429
+175
+1% +$18.7K 0.67% 44
2025
Q2 		$1.71M Buy
17,254
+317
+2% +$30.3K 0.74% 37
2025
Q1 		$1.54M Buy
16,937
+142
+0.8% +$14K 0.73% 44
2024
Q4 		$1.73M Sell
16,795
-82
-0.5% -$7.74K 0.81% 32
2024
Q3 		$1.26M Buy
16,877
+75
+0.4% +$5.19K 0.6% 52
2024
Q2 		$1.03M Sell
16,802
-190
-1% -$11.3K 0.53% 58
2024
Q1 		$1M Sell
16,992
-99
-0.6% -$5.63K 0.57% 56
2023
Q4 		$981K Sell
17,091
-318
-2% -$15.7K 0.63% 48
2023
Q3 		$843K Buy
17,409
+146
+0.8% +$6.78K 0.6% 52
2023
Q2 		$777K Sell
17,263
-309
-2% -$15.3K 0.53% 56
2023
Q1 		$1.07M Buy
17,572
+228
+1% +$12.7K 0.78% 40
2022
Q4 		$944K Buy
+17,344
New +$1M 0.79% 44

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Beacon Investment Advisors's CALM Position: Q2 2026 in Review

Beacon Investment Advisors increased its Cal-Maine (CALM) stake by 0.41% in Q2 2026, buying an estimated $5.25K and bringing the position to 16,643 shares worth $1.34M. The position accounts for 0.42% of the portfolio, ranked #65.

Beacon Investment Advisors first reported a position in CALM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2024. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Beacon Investment Advisors held 16,643 shares of Cal-Maine worth $1.34M as of Q2 2026.
  • Beacon Investment Advisors bought 68 Cal-Maine shares in Q2 2026, an estimated $5.25K.
  • Cal-Maine made up 0.42% of Beacon Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Beacon Investment Advisors first reported a position in Cal-Maine in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Cal-Maine position peaked at $1.73M in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.